Who Owns ISHARES TR (AGG)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (AGG) Institutional Holders (2026-06-30)
Creator: ko.io

2,188 institutions reported holding $123.44B of ISHARES TR (AGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($10.94B), RAYMOND JAMES FINANCIAL INC ($9.19B), BANK OF AMERICA CORP /DE/ ($6.59B), WELLS FARGO & COMPANY/MN ($6.44B), BlackRock, Inc. ($6.14B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JONES FINANCIAL COMPANIES LLLP	$10.94B	110.2M	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$9.19B	92.8M	Added
3	BANK OF AMERICA CORP /DE/	$6.59B	66.6M	Trimmed
4	WELLS FARGO & COMPANY/MN	$6.44B	65.0M	Added
5	BlackRock, Inc.	$6.14B	62.0M	Added
6	MERCER GLOBAL ADVISORS INC /ADV	$4.45B	45.0M	Added
7	ENVESTNET ASSET MANAGEMENT INC	$4.26B	43.0M	Trimmed
8	US BANCORP \DE\	$3.91B	39.5M	Trimmed
9	MORGAN STANLEY	$3.53B	35.7M	Added
10	NORTHERN TRUST CORP	$2.29B	23.1M	Added
11	JPMORGAN CHASE & CO	$1.62B	16.3M	Added
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.62B	16.6M	Added
13	Betterment LLC	$1.55B	15.6M	Trimmed
14	Cetera Investment Advisers	$1.53B	15.5M	Added
15	LPL Financial LLC	$1.52B	15.3M	Added
16	AMERIPRISE FINANCIAL INC	$1.48B	14.9M	Added
17	Mariner, LLC	$1.47B	14.9M	Added
18	Acorns Advisers, LLC	$1.45B	14.6M	Added
19	Creative Planning	$1.35B	13.6M	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.27B	12.9M	Trimmed
21	UBS Group AG	$1.27B	12.9M	Added
22	GOLDMAN SACHS GROUP INC	$1.24B	12.6M	Trimmed
23	WealthNavi Inc.	$1.16B	11.8M	Added
24	Arizona PSPRS Trust	$1.14B	11.5M	Added
25	PNC Financial Services Group, Inc.	$1.09B	11.0M	Added

Source: SEC Form 13F filings · as of 2026-06-30